Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 24 2025, 04:00PM Eastern Time

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

Update time is Eastern Time (ET - America/New York).

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 Monthly Return (%)
Return (%) as of Mar 25
Ticker Asset Class Apr 25 Time(ET) 1M 3M 6M
GLD
Gold 6.93 Apr 24, 03:59PM 9.45 19.00 18.55
FLLA
Latin America 6.18 Apr 24, 03:59PM 6.12 14.97 -3.74
VPL
Pacific 3.09 Apr 24, 03:59PM -0.27 2.57 -5.42
VGK
Europe 2.66 Apr 24, 03:59PM 0.42 11.07 0.27
EFA
EAFE Stocks 2.48 Apr 24, 03:59PM 0.18 8.09 -0.94
BNDX
International Bonds 1.52 Apr 24, 04:00PM -1.18 -0.07 0.09
BIL
US Cash 0.27 Apr 24, 03:59PM 0.33 1.00 2.19
CWB
US Convertible Bonds 0.27 Apr 24, 03:59PM -2.99 -1.32 1.12
HYG
US High Yield Bonds 0.16 Apr 24, 03:59PM -1.09 1.23 1.11
EMB
Emerg. Market Bonds -0.19 Apr 24, 04:00PM -1.15 2.67 -0.28
QQQ
US Technology -0.33 Apr 24, 04:00PM -7.59 -8.14 -3.63
BND
US Total Bond Market -0.38 Apr 24, 03:59PM 0.01 2.78 -0.38
EEM
Emerging Markets -0.41 Apr 24, 03:59PM 1.13 4.50 -3.10
TIP
US TIPS -0.59 Apr 24, 03:59PM 0.68 4.26 1.08
VT
World All Countries -0.60 Apr 24, 03:59PM -3.52 -0.98 -2.09
LQD
US Invest. Grade Bonds -0.80 Apr 24, 03:59PM -0.46 2.49 -1.70
PFF
US Preferred Stocks -1.20 Apr 24, 04:00PM -2.99 -1.18 -4.56
VTI
US Total Stock Market -2.14 Apr 24, 03:59PM -5.86 -4.83 -2.28
SPY
US Large Cap -2.28 Apr 24, 03:59PM -5.57 -4.27 -1.88
TLT
US Long Term Treasuries -2.72 Apr 24, 04:00PM -1.20 4.94 -5.27
VNQ
US REITs -3.74 Apr 24, 03:59PM -2.59 2.68 -5.20
IJR
US Small Cap -4.49 Apr 24, 03:59PM -6.17 -8.97 -9.48
DBC
Commodities -5.27 Apr 24, 03:59PM 2.27 5.24 6.43
Legend: Stocks Fixed Income Commodities
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Live Returns (as of Apr 25) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.

Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.

For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
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 Monthly Return (%)
Return (%) as of Mar 25
Portfolio Author Apr 25 Time(ET) 1M 3M 6M
Gold 6.93 Apr 24, 03:59PM 9.45 19.00 18.55
Ark Tech Portfolio Cathie Wood 5.74 Apr 24, 03:59PM -12.78 -13.64 1.95
Developed World ex-US Stocks Momentum 4.36 Apr 24, 03:59PM -0.25 6.79 0.40
Developed World ex-US 60/40 Momentum 3.22 Apr 24, 04:00PM -0.61 4.05 0.16
Developed World ex-US Stocks 2.90 Apr 24, 03:59PM -0.01 6.79 -1.86
European Stocks 2.66 Apr 24, 03:59PM 0.42 11.07 0.27
Developed World ex-US 40/60 Momentum 2.65 Apr 24, 04:00PM -0.80 2.68 0.09
Developed World ex-US 80/20 2.62 Apr 24, 04:00PM -0.23 5.42 -1.49
Gold Pivot Ptf Aim Ways 2.61 Apr 24, 04:00PM 1.67 5.65 6.24
Developed World ex-US 60/40 2.35 Apr 24, 04:00PM -0.46 4.04 -1.11
Developed World ex-US 40/60 2.07 Apr 24, 04:00PM -0.70 2.67 -0.72
Developed World ex-US 20/80 1.79 Apr 24, 04:00PM -0.94 1.30 -0.32
Total Bond Developed World ex-US 1.52 Apr 24, 04:00PM -1.18 -0.07 0.09
US Stocks Momentum 1.38 Apr 24, 03:59PM -7.45 -2.31 0.04
Ulcer Free Strategy Aim Ways 1.29 Apr 24, 04:00PM -0.35 2.22 1.94
Simplified Permanent Portfolio The Lazy Team 1.08 Apr 24, 03:59PM 1.21 5.44 3.85
Stocks/Bonds 80/20 Momentum 1.03 Apr 24, 03:59PM -5.99 -1.29 0.18
Aim comfortable trip Aim Ways 1.02 Apr 24, 04:00PM 0.21 3.22 2.69
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.77 Apr 24, 03:59PM 2.77 9.65 5.45
Stocks/Bonds 60/40 Momentum 0.68 Apr 24, 03:59PM -4.52 -0.27 0.22
Marc Faber Portfolio Marc Faber 0.65 Apr 24, 03:59PM 1.12 6.27 2.85
Permanent Portfolio with Bitcoin Harry Browne 0.65 Apr 24, 04:00PM 0.58 4.42 4.37
Shield Strategy Aim Ways 0.59 Apr 24, 04:00PM -0.37 2.89 2.90
Permanent Portfolio Harry Browne 0.59 Apr 24, 04:00PM 0.82 5.03 3.65
Paul Boyer Portfolio Paul Boyer 0.54 Apr 24, 04:00PM 1.69 5.82 2.26
Short Term Treasury 0.39 Apr 24, 04:00PM 0.44 1.56 1.48
Robo Advisor 0 Betterment 0.39 Apr 24, 04:00PM 0.45 1.63 1.44
Stocks/Bonds 40/60 Momentum 0.33 Apr 24, 03:59PM -3.02 0.75 0.15
Desert Portfolio with Bitcoin Gyroscopic Investing 0.33 Apr 24, 04:00PM -0.64 1.52 2.33
All Country World Bonds 0.31 Apr 24, 04:00PM -0.58 1.77 -0.19
US Cash 0.27 Apr 24, 03:59PM 0.33 1.00 2.19
Desert Portfolio Gyroscopic Investing 0.26 Apr 24, 04:00PM -0.40 2.13 1.63
Andrew Tobias Portfolio Andrew Tobias 0.24 Apr 24, 04:00PM -1.70 1.61 -0.29
Robo Advisor 10 Value Tilt Betterment 0.24 Apr 24, 04:00PM 0.04 1.63 0.89
Four Square Scott Burns 0.16 Apr 24, 04:00PM -1.45 1.34 -0.54
Margherita Portfolio Davide Pisicchio 0.16 Apr 24, 04:00PM -0.62 1.94 1.64
All Country World 20/80 0.13 Apr 24, 04:00PM -1.17 1.22 -0.55
Odd-Stats Strategy Aim Ways 0.11 Apr 24, 04:00PM -1.17 2.00 1.13
Robo Advisor 20 Value Tilt Betterment 0.09 Apr 24, 04:00PM -0.38 1.62 0.34
LifeStrategy Income Fund Vanguard 0.04 Apr 24, 04:00PM -0.93 1.44 -0.50
Sheltered Sam 0/100 Bill Bernstein 0.00 Apr 24, 04:00PM 0.54 2.64 1.33
Stocks/Bonds 20/80 Momentum -0.02 Apr 24, 03:59PM -1.51 1.76 -0.04
All Country World 40/60 -0.05 Apr 24, 04:00PM -1.76 0.67 -0.92
Cockroach Portfolio Tony Dong -0.08 Apr 24, 03:59PM 1.49 7.74 2.37
Four Seasons Portfolio Davide Pisicchio -0.09 Apr 24, 04:00PM -1.25 1.17 1.39
LifeStrategy Conservative Growth Vanguard -0.10 Apr 24, 04:00PM -1.52 0.95 -0.79
PISI Portfolio Davide Pisicchio -0.14 Apr 24, 03:59PM -0.60 2.59 0.84
Edge Select Conservative Merrill Lynch -0.19 Apr 24, 04:00PM -0.75 1.27 0.10
10-year Treasury -0.23 Apr 24, 03:59PM 0.34 3.79 -0.99
All Country World 60/40 -0.23 Apr 24, 04:00PM -2.34 0.12 -1.30
Simple Money Portfolio Tim Maurer -0.23 Apr 24, 04:00PM -0.67 2.11 -1.18
Gretchen Tai Portfolio Gretchen Tai -0.23 Apr 24, 04:00PM -1.75 1.69 -1.79
LifeStrategy Moderate Growth Vanguard -0.25 Apr 24, 04:00PM -2.11 0.47 -1.08
Sheltered Sam 10/90 Bill Bernstein -0.25 Apr 24, 04:00PM 0.22 2.42 0.98
Conservative Income Charles Schwab -0.29 Apr 24, 04:00PM -0.06 2.35 0.41
Margaritaville Scott Burns -0.31 Apr 24, 03:59PM -1.59 1.74 -0.72
Edge Select Moderately Conservative Merrill Lynch -0.33 Apr 24, 04:00PM -1.54 0.78 -0.66
Technology -0.33 Apr 24, 04:00PM -7.59 -8.14 -3.63
Sandwich Portfolio Bob Clyatt -0.35 Apr 24, 04:00PM -1.31 0.82 -1.66
Robo Advisor 50 Value Tilt Betterment -0.37 Apr 24, 04:00PM -1.48 1.49 -0.99
Total Bond US -0.38 Apr 24, 03:59PM 0.01 2.78 -0.38
Pinwheel Tyler -0.38 Apr 24, 04:00PM -0.60 2.77 -0.16
Weird Portfolio Value Stock Geek -0.39 Apr 24, 04:00PM 0.23 4.26 -0.79
LifeStrategy Growth Fund Vanguard -0.40 Apr 24, 04:00PM -2.70 -0.02 -1.39
In Saecula Saeculorum Fulvio Marchese -0.40 Apr 24, 04:00PM -1.55 1.01 0.83
GAA Global Asset Allocation Mebane Faber -0.40 Apr 24, 04:00PM -0.87 2.86 -0.35
Emerging Markets Stocks -0.41 Apr 24, 03:59PM 1.13 4.50 -3.10
All Country World 80/20 -0.41 Apr 24, 04:00PM -2.93 -0.43 -1.69
High Yield Bonds Income The Lazy Team -0.45 Apr 24, 04:00PM -1.28 1.81 -0.61
Larry Portfolio Larry Swedroe -0.45 Apr 24, 04:00PM -0.29 1.20 -1.44
Sheltered Sam 20/80 Bill Bernstein -0.50 Apr 24, 04:00PM -0.10 2.20 0.63
Ultimate Buy&Hold FundAdvice -0.50 Apr 24, 04:00PM -0.68 2.06 -1.45
Gone Fishin' Portfolio Alexander Green -0.52 Apr 24, 03:59PM -1.29 1.60 -1.74
Edge Select Moderate Merrill Lynch -0.57 Apr 24, 04:00PM -2.02 0.29 -1.06
US Inflation Protection -0.59 Apr 24, 03:59PM 0.68 4.26 1.08
Three Funds Bogleheads -0.59 Apr 24, 03:59PM -2.75 -0.06 -1.41
All Country World Stocks -0.60 Apr 24, 03:59PM -3.52 -0.98 -2.09
Dynamic 40/60 Income The Lazy Team -0.60 Apr 24, 04:00PM -2.12 -0.11 -0.82
Simple and Cheap Time Money Inc -0.61 Apr 24, 04:00PM -2.02 0.84 -1.44
Four Funds Bogleheads -0.61 Apr 24, 03:59PM -2.68 0.08 -1.26
Five Fold Scott Burns -0.62 Apr 24, 04:00PM -1.69 1.61 -1.49
Capricciosa Portfolio Davide Pisicchio -0.63 Apr 24, 04:00PM -2.38 -0.47 0.18
Edge Select Moderately Aggressive Merrill Lynch -0.65 Apr 24, 04:00PM -2.56 -0.24 -1.24
Lifepath Fund iShares -0.65 Apr 24, 03:59PM -1.39 1.28 -0.92
Aggressive Global Income The Lazy Team -0.66 Apr 24, 03:59PM -0.60 2.56 0.18
Golden Butterfly with Bitcoin Tyler -0.66 Apr 24, 04:00PM -0.75 1.54 1.78
Dedalo Eleven Dedalo Invest -0.72 Apr 24, 04:00PM -3.05 -0.77 -1.66
Golden Butterfly Tyler -0.72 Apr 24, 04:00PM -0.51 2.15 1.09
Stocks/Bonds 20/80 -0.73 Apr 24, 03:59PM -1.15 1.26 -0.55
Global Market Portfolio Credit Suisse -0.74 Apr 24, 04:00PM -1.56 1.77 -1.91
Robo Advisor 80 Value Tilt Betterment -0.74 Apr 24, 04:00PM -2.15 0.84 -1.77
Sheltered Sam 30/70 Bill Bernstein -0.75 Apr 24, 04:00PM -0.42 1.98 0.29
Edge Select Aggressive Merrill Lynch -0.76 Apr 24, 04:00PM -3.02 -0.78 -1.59
Second Grader's Starter Paul Farrell -0.77 Apr 24, 03:59PM -3.34 -0.83 -1.59
Robust Alpha Architect -0.78 Apr 24, 04:00PM -2.44 1.37 0.13
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.79 Apr 24, 03:59PM -2.49 0.67 -1.42
Eliminate Fat Tails Larry Swedroe -0.85 Apr 24, 03:59PM -0.36 1.17 -0.76
Stocks/Bonds 40/60 with Bitcoin -0.86 Apr 24, 03:59PM -2.30 -0.48 0.23
Nano Portfolio John Wasik -0.87 Apr 24, 03:59PM -1.48 2.60 -1.34
Ideal Index Frank Armstrong -0.91 Apr 24, 04:00PM -1.44 1.10 -2.04
Robo Advisor 90 Value Tilt Betterment -0.91 Apr 24, 04:00PM -2.38 0.65 -1.97
Perfect Portfolio Ben Stein -0.92 Apr 24, 03:59PM -2.01 0.78 -0.75
Ultimate Buy and Hold Strategy Paul Merriman -0.93 Apr 24, 03:59PM -1.54 1.56 -3.05
Core Four Rick Ferri -0.96 Apr 24, 03:59PM -2.87 -0.11 -1.68
Pepperoni Portfolio Davide Pisicchio -0.96 Apr 24, 04:00PM -3.62 -2.36 -1.02
Dimensional Retirement Income Fund DFA -0.98 Apr 23 -0.50 1.99 0.53
Mid-Twenties Burton Malkiel -0.99 Apr 24, 04:00PM -2.37 1.00 -1.75
Sheltered Sam 40/60 Bill Bernstein -0.99 Apr 24, 04:00PM -0.74 1.75 -0.05
Yale Endowment David Swensen -1.01 Apr 24, 04:00PM -2.00 1.39 -1.67
Dedalo Four Dedalo Invest -1.02 Apr 24, 04:00PM -4.33 -2.92 -1.68
Late Thirties to Early Forties Burton Malkiel -1.06 Apr 24, 04:00PM -2.38 1.01 -1.71
Stocks/Bonds 40/60 ESG -1.07 Apr 24, 03:59PM -2.62 -1.05 -1.20
No Brainer Portfolio Bill Bernstein -1.08 Apr 24, 04:00PM -2.71 -1.45 -2.71
Stocks/Bonds 40/60 -1.08 Apr 24, 03:59PM -2.31 -0.26 -0.84
Rob Arnott Portfolio Rob Arnott -1.11 Apr 24, 04:00PM -0.94 2.36 -0.88
Long Term Portfolio Ben Stein -1.11 Apr 24, 03:59PM -2.38 0.10 -1.89
Tilt Toward Value Time Money Inc -1.12 Apr 24, 04:00PM -2.18 0.42 -1.69
Family Taxable Portfolio Ted Aronson -1.12 Apr 24, 04:00PM -2.29 -0.10 -3.36
Robo Advisor 100 Value Tilt Betterment -1.17 Apr 24, 03:59PM -2.56 0.81 -1.92
Lazy Portfolio David Swensen -1.17 Apr 24, 04:00PM -1.94 1.27 -1.68
Mid-Fifties Burton Malkiel -1.18 Apr 24, 04:00PM -2.30 1.17 -1.74
Stocks/Bonds 60/40 with Bitcoin -1.21 Apr 24, 03:59PM -3.47 -2.00 -0.23
Big Rocks Portfolio Larry Swedroe -1.21 Apr 24, 04:00PM -1.49 0.28 -1.53
Sheltered Sam 50/50 Bill Bernstein -1.24 Apr 24, 04:00PM -1.06 1.53 -0.39
Dynamic 60/40 Income The Lazy Team -1.31 Apr 24, 04:00PM -2.41 -0.11 -1.81
Late Sixties and Beyond Burton Malkiel -1.32 Apr 24, 04:00PM -2.18 1.21 -1.60
Coward's Portfolio Bill Bernstein -1.35 Apr 24, 04:00PM -1.91 -0.17 -1.56
Stocks/Bonds 60/40 ESG -1.35 Apr 24, 03:59PM -3.96 -2.82 -1.73
Couch Potato Scott Burns -1.37 Apr 24, 03:59PM -2.55 -0.29 -0.27
All Weather Portfolio with Bitcoin Ray Dalio -1.37 Apr 24, 04:00PM -1.37 2.29 0.53
Stocks/Bonds 60/40 -1.44 Apr 24, 03:59PM -3.49 -1.79 -1.23
Diavola Portfolio Davide Pisicchio -1.44 Apr 24, 04:00PM -5.64 -4.94 -2.21
Sheltered Sam 60/40 Bill Bernstein -1.49 Apr 24, 04:00PM -1.38 1.31 -0.73
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.52 Apr 24, 03:59PM -0.86 4.04 -0.29
All Weather Portfolio Ray Dalio -1.55 Apr 24, 04:00PM -1.21 2.76 -0.34
7Twelve Portfolio Craig Israelsen -1.59 Apr 24, 04:00PM -0.81 1.57 -0.10
Golden Butterfly 2x Leveraged Tyler -1.68 Apr 24, 03:59PM -0.21 3.94 -0.06
Dedalo Three Dedalo Invest -1.68 Apr 24, 03:59PM -5.15 -3.68 -2.18
Simple Path to Wealth JL Collins -1.70 Apr 24, 03:59PM -4.37 -2.93 -1.58
Sheltered Sam 70/30 Bill Bernstein -1.74 Apr 24, 04:00PM -1.70 1.09 -1.06
Stocks/Bonds 80/20 -1.79 Apr 24, 03:59PM -4.67 -3.31 -1.71
Five Asset Roger Gibson -1.82 Apr 24, 04:00PM -1.20 2.20 -0.56
Warren Buffett Portfolio Warren Buffett -1.82 Apr 24, 04:00PM -5.16 -3.78 -1.37
One-Decision Portfolio Marvin Appel -1.89 Apr 24, 03:59PM -2.25 -0.51 -1.85
US Stocks ESG -1.91 Apr 24, 03:59PM -6.69 -6.36 -3.11
Ivy Portfolio Mebane Faber -1.93 Apr 24, 03:59PM -1.07 2.24 -0.19
Sheltered Sam 80/20 Bill Bernstein -1.98 Apr 24, 04:00PM -2.01 0.87 -1.39
Coffeehouse Bill Schultheis -2.05 Apr 24, 03:59PM -2.23 -0.08 -2.69
Talmud Portfolio Roger Gibson -2.09 Apr 24, 03:59PM -2.79 0.21 -2.36
US Stocks -2.14 Apr 24, 03:59PM -5.86 -4.83 -2.28
Cape US Sector Value Robert Shiller -2.17 Apr 24, 03:58PM -3.86 1.41 3.43
Sheltered Sam 90/10 Bill Bernstein -2.23 Apr 24, 04:00PM -2.33 0.64 -1.72
US Stocks Quality -2.39 Apr 24, 03:59PM -5.67 -3.82 -4.19
Six Ways from Sunday Scott Burns -2.48 Apr 24, 04:00PM -0.80 2.99 0.10
Sheltered Sam 100/0 Bill Bernstein -2.48 Apr 24, 03:59PM -2.64 0.42 -2.04
Seven Value Scott Burns -2.76 Apr 24, 04:00PM -1.05 2.92 0.10
US Stocks Minimum Volatility -2.95 Apr 24, 03:59PM -0.62 5.85 3.41
US Stocks Equal Weight -3.19 Apr 24, 03:59PM -3.40 -0.67 -2.50
Stocks/Bonds 40/60 2x Leveraged -3.41 Apr 24, 03:59PM -4.16 -0.77 -4.28
US Stocks Value -4.44 Apr 24, 03:59PM -2.97 0.07 -2.41
Stocks/Bonds 60/40 2x Leveraged -4.49 Apr 24, 03:59PM -6.62 -3.96 -5.07
Talmud Portfolio 2x Leveraged Roger Gibson -4.98 Apr 24, 03:59PM -5.39 0.08 -7.25
All Weather Portfolio 2x Leveraged Ray Dalio -5.52 Apr 24, 03:59PM -2.15 5.22 -2.73